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Mount Yale Investment Advisors’s Otter Tail OTTR Stock Holding History

Mount Yale Investment Advisors’s Portfolio OTTR Stock Details OTTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,824
Closed -$141K – 1311
2025
Q2 		$141K Buy
+1,824
New +$142K 0.01% 600
2018
Q3 		– Sell
-200
Closed -$10K – 989
2018
Q2 		$10K Hold
200
– – ﹤0.01% 872
2018
Q1 		$9K Buy
+200
New +$8.37K ﹤0.01% 861

Other funds holding OTTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Caisse de Depot et Placement du Quebec (CDPQ)
Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mount Yale Investment Advisors's OTTR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Otter Tail (OTTR) in Q3 2025, closing a stake of 1,824 shares — an estimated $141K sold.

Mount Yale Investment Advisors first reported a position in OTTR in Q1 2018 and held it in 3 quarters. The position peaked at $141K in Q2 2025. 343 funds tracked by Wall St. Rank hold OTTR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Otter Tail position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 1,824 Otter Tail shares in Q3 2025, an estimated $141K.
  • Mount Yale Investment Advisors first reported a position in Otter Tail in Q1 2018 and held it in 3 quarters.
  • Mount Yale Investment Advisors's Otter Tail position peaked at $141K in Q2 2025.
  • 343 funds tracked by Wall St. Rank held Otter Tail as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.